Assistant Bursar

Job Title

Assistant Bursar

Agency

Texas A&M University - Corpus Christi

Department

Bursar

Proposed Minimum Salary

Commensurate

Job Location

Corpus Christi, Texas

Job Type

Staff

Job Description

DAY IN A LIFE:

The Assistant Bursar provides quality customer service and leadership in a team-focused, fast-paced, and continuously evolving environment.  Position is responsible for billing and collections, payment plans, receipt of tuition and other miscellaneous payments, processing refunds, monitoring, and managing delinquent accounts and coordinating with other student service entities.  

Position is responsible for providing leadership and supervision of the Business Office and Accounts Receivable staff to include preparing performance reviews, mentoring, and counseling.  Participate in various committees and implementations as needed. Conduct presentations to students, parents and departments.  Serve as backup to the Bursar.

WAYS TO CONTRIBUTE:

Leadership & Supervision:  50%                                                    

• Assist the Bursar with leadership of the Business Office and Accounts Receivable including but not limited to operational oversight, strategic planning, personnel management, technical operations and compliance.
• Supervise staff in their daily operations, establish staff schedules, ensuring appropriate office coverage.
• Support the hiring, evaluation and professional development of office staff.  Provide input to staff evaluations, conduct staff evaluations and provide recommendations for hire.  Assist in the effective onboarding of new employees through training and coaching.  Facilitate communication and opportunities for continued staff learning.
• In the absence of the Bursar, assumes responsibility for the oversight of the office.

Operations & Support: 40%                                                                           

• Utilize department and University technology systems at an advanced level, being proficient in designated areas of responsibility, training others as needed, and assisting with technology programs improvements or modifications.
• Write and maintain correspondence, department operational documentation, website content, policies and procedures relating to payment and collection initiatives.  Evaluate effectiveness from the lens of continuous process improvement.
• Effectively and professionally communicate with customers, providing excellent customer service.  Respond to escalated customer service issues.
• Assist in the reconciliation of the Bursar’s Office records with those of the Accounting Office to ensure complete agreement of billing, receipts, disbursements and outstanding receivable records.
• Provide cash management support to departments within the University.  Ensuring compliance with system policy.  Provide Cash Handling and Accounts Receivable training to university departments.
• Oversee all invoicing relating to contracts receivables and refunding in accordance with established University processes and in compliance with state and federal regulations.
• Prepare and submit 1098T student tax forms.  Provide training to staff related to the 1098T calculations.
• Assist the Bursar in setting up various rule tables in Banner and TouchNet for each term for tuition and fee calculations, emergency loans, installment plans, exemption/waiver rules and third-party contracts.  Assist with establishing important dates for payments, withdrawal/drop refunds, delinquency letters, holds, collections and write offs. Assists with testing and implementing new processes including software upgrades.
• Prepare various reports including gathering of data and trend analyses as needed and provide assistance during university audits.
• Manage Petty Cash fund, to include issuance of drawer to cashiers and temporary cash funds to departments, ensuring compliance with external and internal guidelines and regulations for cash handling.
• Prepare certification of BankMobile Cash Management regulations and PCI (Payment Card Industry) compliance.

Additional Responsibilities: 10%                                                                          

• Serve as Veteran’s Office liaison and point of contact for various DOD tuition and fee billing systems
• Maintain security for General Receipts, ECSI, BankMobile and TouchNet software application users.
• Serves as alternate approver for granting access to Bursar Office data in Banner, Argos and Laserfiche.
• Serve on institutional committees and implementation work groups as needed.
• Perform other duties as assigned.

QUALIFICATIONS:

• Bachelor's degree in Business or equivalent.  Additional experience may be considered as a substitution for the minimum education requirements.
• Six (6) years of related experience.
• Experience in supervision of a Financial Institutions’ Cash Management, Bookkeeping, Operations or ACH/Wire Transfer department. Experience supervising five (5) or more full-time employees.
• Experience in training employees on use of systems related to student financial services, customer service skills and cash handling.
• Experience performing evaluations and counseling employees as well as maintain a positive cohesive department.
• Ability to administer established policies and procedures.
• Experience working in a customer service environment.
• Strong organizational skills and detail oriented.
• Ability to handle multiple priorities and have project management skills with the ability to maintain confidentiality. Ability to work in a fast paced and highly stressful environment.
• Intermediate skills in Microsoft Suite (Word, Excel, PowerPoint, and Outlook) with advanced Excel skills using formulas across multiple spreadsheets and sorting large amounts of data.
• Excellent written and verbal communication skills to be able to communicate with students, staff, faculty, and general public.

PREFERRED QUALIFICATIONS:

• Experience from a University or College in the Bursar’s Office, Student Business Services, Business Office or Accounting.
• Advance skills in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).
• Experience with FAMIS, Banner, Laserfiche, Argos, TouchNet and other related programs.
• Experience with 1098-T tax forms, including calculating, producing and auditing functions.
• Experience in credit card reconciliation and proficient knowledge in Payment Card Industry security standards requirements.
• Experience and understanding of Family Educational Rights and Privacy Act (FERPA).

SALARY:

All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution’s verification of credentials and/or other information required by the institution’s procedures, including the completion of the criminal history check.

Equal Opportunity/AffirmativeAction/Veterans/Disability Employer committed to diversity.